Investor Portal for Wealth Management

InvestGlass is the only Swiss hosted portal for your investors. No Cloud Act 2018 your data is hosted in Switzerland on Swiss software.

Simplify Your Workflow
From Start to End

Find here everything you need to know about investor relations software, including what types of tools are available and which one is right for your business.

The portal hosted in Switzerland and built for wealth managers

Save time and money with our cloud-based solution hosted in Switzerland. InvestGlass is the only Swiss-based and hosted solution built for private equity, fund managers, prime brokers and family office. The investor portal offers a single source of truth for investors and fund networks. It’s a perfect way to communicate and reduce email campaigns with existing investors. The strategic position as a Non US or Chinese cloud solution is a on of the key benefits.

Investor portal software solutions focus on your customers

Documents and sensitive information can be shared on the InvestGlass investor portal. You will securely share documents and link funds documents to securities: real estate, fund, hedge funds, venture capital deals, crypto currencies. The solution helps you to control with transparency investment information, period-end reports, investor statements, distribution notices and funding requests. Investor reporting is standard in the InvestGlass portal but you can also customize them with Latex language. Investors receive notifications when a new capital market deal is enabled on the investor portal.

Make your investor portals a key marketing advantage

InvestGlass investor portal is fully customizable. The portal logo, background image, and colors are fully customizable. The portal access and widgets are easily enabled based on investors’ categories. Therefore InvestGlass matches fund managers, private equity, or any investment firms digitalization needs. To access the investor portal, the access management is bank grade which means that all access, reset the password, and page visits are audited. All client interactions can be restricted by your investment firm’s back office in a few clicks. Deal marketing is lead by the built-in CRM which includes a deal room, virtual data room, and e-signatures.
man working remotely signing contract on DocuSign

Sign documents and transact securely

The signing process is much easier than you might think. One click and it’s done! Signing your PPM in an instant without emails, printing or downloading anything will save time for everyone involved so that there aren’t any long email exchanges between team members who are trying to get on board with this new way of doing business–especially if they’re working from home instead of being located at a traditional office space where most companies still maintain some form or another because workers’ commute times can often dictate how productive one feels during certain periods throughout each day depending upon traffic conditions outside as well as other factors such

One portfolio management tool in one investor portal

InvestGlass offers a portfolio management system (PMS) built for banks and neobanks. InvestGlass PMS is a cloud-based solution that enables financial institutions to manage customer portfolios, track investments, and provide advice in real time. InvestGlass PMS is available in over 5 languages and supports multiple currencies including cryptos and collectible. The PMS is constantly updated with new features and integrations, making it the most comprehensive portfolio management system on the market. The tools are pre-built for LSFIN FIDLEG and MIFID2 reporting. InvestGlass PMS is easy to use and helps financial institutions to provide the best possible service to their customers.

Integrate it with your other business apps

API are the protocols that allow different software to talk with each other. We use the open REST API. You don’t need special coding skills, just use your browser to send and receive data.
  • Signatys

  • Connective

  • Qwil logo

    Qwil

  • Scorechain

  • Microsoft Teams

  • Trello

  • Ardis

  • Investment Navigator

    Investment Navigator

  • Jira Integrations

  • Conser

  • Quo

  • Zapier

  • Google

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